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Two Contra funds side by side: returns, costs, size, risk and how much their portfolios overlap.
Kotak Contra Fund vs Bandhan Contra Fund, as of 9 Nov 2026: Kotak Contra Fund NAV ₹183.61, 3Y CAGR 15.3%, expense ratio 0.80%; Bandhan Contra Fund NAV ₹10.24, under one year old, expense ratio 2.35%; about 27% of their portfolios overlap.
As of · Source: AMFI NAVs and fund-house disclosures
| Kotak Contra Fund Direct Growth | Bandhan Contra Fund Direct Growth | |
|---|---|---|
| Category | Contra | Contra |
| Fund house | Kotak Mahindra Mutual Fund | Bandhan Mutual Fund |
| Plan | Direct Plan · Growth | Direct Plan · Growth |
| NAV | ₹183.61 (9 Nov 2026) | ₹10.24 (9 Nov 2026) |
| 1Y return | 1.1% | — |
| 3Y CAGR | 15.3% | — |
| 5Y CAGR | 13.7% | — |
| Since launch (CAGR) | 15.9% | — |
| Expense ratio | 0.80% | 2.35% |
| AUM | ₹5,255 cr | ₹1,712 cr |
| Risk-o-meter | Very High | — |
| Benchmark | Nifty 500 TRI | — |
| Exit load | Nil | If redeemed/switched out on/within 30 days from the date of allotment – 0. 5% of the applicable NAV. If redeemed/switched out after 30 days from the date of allotment - Nil. |
| Minimum SIP | ₹100 | ₹100 |
| Holdings | 63 | 69 |
| Top 10 holdings weight | 31.8% | 27.0% |
| Portfolio overlap | About 27% by weight, from the latest disclosed holdings | |
Returns are not shown for schemes under one year old.
Returns are point-to-point for each plan, after its expense ratio; periods over one year are CAGR. Past performance is not indicative of future results.
Open in the compare tool: growth charts, SIP outcomes and shared holdings →Kotak Contra Fund costs less: Kotak Contra Fund charges 0.80% a year and Bandhan Contra Fund 2.35% a year.
Kotak Contra Fund is larger: Kotak Contra Fund manages ₹5,255 cr and Bandhan Contra Fund ₹1,712 cr (as of 9 Nov 2026).
About 27% of their portfolios overlap by weight (the smaller weight of each common holding, summed), from the latest disclosed holdings.
We don't give recommendations. Jivani Markets is not a SEBI-registered investment adviser or research analyst. Whether a fund suits you depends on your goals, horizon and risk appetite; speak to a SEBI-registered investment adviser or an AMFI-registered mutual fund distributor before investing.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results.
Returns are for Direct plans, after expenses (TER is already in the NAV). Research, not advice: we do not say a fund suits you. Disclaimer